Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for November 2024 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for November 2024 (Final)
1st ETF 2nd ETF 3rd ETF
Filter Research

Investing Research Articles

3607 Research Articles

James Dines: A Living Legend?

As suggested by a reader, we evaluate here the public stock market forecasts of James Dines since the second quarter of 2002. Evaluated predictions/recommendations come indirectly via MarketWatch columns, which have reported his commentary occasionally in recent years. James Dines is editor of the The Dines Letter investing newsletter, published since 1960, which promises: “insights… Keep Reading

Comstock’s Commentary

We evaluate here forecasts for the overall stock market from the commentaries of Comstock Partners since March 2005. The Comstock partners are Charlie Minter and Marty Weiner, who analyze “economic and financial conditions from a long-term macro-economic perspective and [make] adjustments based on cyclical and shorter-term considerations” to evaluate the prospects for “various asset classes… Keep Reading

Bill Cara: Populist Market Pundit

As suggested by readers, we evaluate here Bill Cara’s weekly outlooks for the U.S. stock market since January 2005. Bill Cara “is a global capital markets professional who has founded and managed successful full-service and national electronic brokerages.” He is president, head trader and chief market strategist for Cara Trading Advisors, which “actively trades your… Keep Reading

Bob Brinker’s Market Timing

As suggested by a reader, we evaluate here the stock market forecasts of Bob Brinker, mostly since August 2002. Evaluated predictions/recommendations come indirectly via MarketWatch columns, augmented separately by a few items from other sources. Mr. Brinker is editor of the Marketimer newsletter, which “covers stock market timing, federal reserve policy, specific mutual fund recommendations,… Keep Reading

Laszlo Birinyi Bemusings

We evaluate here the relatively infrequent Forbes.com commentary of Laszlo Birinyi Jr. from the beginning of 2001. Mr. Birinyi is President of Birinyi Associates Inc. In their own words: “We are unique in that we do not analyze the economy, have little interest in corporate developments and fundamentals, and have little use for traditional, technical,… Keep Reading

Louis Navellier: Calculating the Market’s Moves

As suggested by a reader, we evaluate here the public stock market forecasts of Louis Navellier. Forecasts since the beginning of 2004 come from his weekly “Marketmail” archive. Pre-2004 forecasts (back to March 2001) come indirectly via MarketWatch columns. Louis Navellier is Chairman of the Board, Chief Executive Officer and Chief Investment Officer of Navellier… Keep Reading

Richard Moroney, Divining Dow Theory

We evaluate here the market commentary of Richard Moroney, editor of the Dow Theory Forecasts newsletter since June 2002, initially via Zacks.com and later from MarketWatch. This service claims that: “The Dow Theory’s record of keeping investors on the right side of major market trends is impressive and is a tool that no serious investor… Keep Reading

John Mauldin’s Thoughts

As suggested by a reader, we evaluate here the weekly commentary of John Mauldin in “Thoughts from the Frontline” since January 2001 (the earliest available). According to his web site: “John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn… Keep Reading

Don Luskin: Can He Make You Rich and Smart?

We evaluate here the weekly “Ahead of the Curve” columns in SmartMoney.com since August 2001 (the earliest available). The author, Don Luskin, is the Chief Investment Officer for Trend Macrolytics LLC. The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days… Keep Reading

Jason Kelly: The Neatest Little Market Advice?

We evaluate here the market timing advice of Jason Kelly since late 2001. Jason Kelly is the author of the “Neatest Little Guide” series of financial books, The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days after the publication date… Keep Reading